Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.
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Kanbanery (discontinued)
Score8.6 out of 10
Small Businesses (1-50 employees)
Kanbanery was an online visual project management tool for personal or team use. It utilized the kanban style to organize tasks and workflows. Users would create task cards and move them through columns as work is completed. Kanbanery handled notifications, metrics, and reporting. In addition to the business offering, a free plan was available for personal use. The service has been discontinued and is not presently available.
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Pricing
Certinia PS Cloud
Kanbanery (discontinued)
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Certinia PS Cloud
Kanbanery (discontinued)
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Required
No setup fee
Additional Details
Certinia Professional Services Cloud software follows a subscription-based pricing model that is typically structured according to the number of users and the level of features required. The software’s pricing may vary depending on the organization’s size and needs, with options to select modules or add-ons for additional functionality. Specific pricing details may require a consultation or quote from Certinia for tailored solutions.
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More Pricing Information
Features
Certinia PS Cloud
Kanbanery (discontinued)
Project Management
Comparison of Project Management features of Certinia PS Cloud and Kanbanery (discontinued)
PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I use Kanbanery for web app projects, customer support, and for my personal tasks. I think it would be perfect for DevOps, too. It might get a little tricky if there were hundreds of developers on one project, but with just ten to twenty people per team it's perfect.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The biggest strength of FinancialForce PSA is that it's built upon the force.com platform, which means it is very easily customizable to our business needs.
Projects are easily created, as well as milestones and assignments.
"Actuals" (dollars and hours) are calculated automatically, and are easily reported on.
Resources are easily managed by using the Resource Planner
I really like how easy it is for my clients to use Kanbanery. That's the most important thing for me in a project management tool, because I don't want the tool to get in the way of working with clients.
I can see really quickly what needs to be done, and more importantly, what doesn't need to be done. Having a clear view of all my tasks takes a lot of stress of off me.
Kanbanery is also good for communication with clients. If I have a task card that represents a component, we can talk about it in comments, or we use the project chat for general stuff. It keeps my email from getting cluttered.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
It is maturing and does what it does well although it is not fully complete.
Integration to SF is great.
Gives great visibility to incoming services projects and allows the staffing process to start on pipeline deals.
There are certain processes that take more click-throughs then needed so there are refinement opportunities around the UI.
The resource management screen and project status views have really matured since our original purchase, and while not perfect, allow business leaders to do their jobs.
Configurations vs. customizations. We seem to have to bring in an Apex developer to do a customization for changes I would think could be configuration settings
Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.
Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Kanbanery is the easiest to use with the best visibility. It doesn't have a lot of features I don't need, like Basecamp or LeanKit, but it's much more robust than Trello or Pivotal Tracker. It's just the perfect balance of ease of use and collaboration tools for me. I also like the UI better than the others. It's sleek without a lot of bright colors and rounded corners that make some tools look plastic and unprofessional.
FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance.
PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization.
PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I feel like we're much more efficient. I spend more time working on tasks now and a lot less time digging through tickets.
Since we can see when there's a problem in our team really easy with Kanbanery, people get help when they need it sooner. That has to be good for productivity.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
